Bartlett & Co Wealth Management’s Genpact G Stock Holding History

Bartlett & Co Wealth Management’s Portfolio G Stock Details G Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-22	Closed	-$932	–	1222
2022 Q2	$932	Buy	+22	New	+$933	﹤0.01%	1243
2021 Q4	–	Sell	-50	Closed	-$2.38K	–	578
2021 Q3	$2.38K	Buy	+50	New	+$2.48K	﹤0.01%	850
2020 Q2	–	Sell	-255	Closed	-$7.45K	–	858
2020 Q1	$7.45K	Buy	+255	New	+$9.98K	﹤0.01%	689

Other funds holding G

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NIEF

Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bartlett & Co Wealth Management's G Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Genpact (G) in Q3 2022, closing a stake of 22 shares — an estimated $932 sold.

Bartlett & Co Wealth Management first reported a position in G in Q1 2020 and held it in 3 quarters. The position peaked at $7.45K in Q1 2020. 335 funds tracked by Wall St. Rank hold G as of Q3 2022.

Bartlett & Co Wealth Management reported no remaining Genpact position as of Q3 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 22 Genpact shares in Q3 2022, an estimated $932.
Bartlett & Co Wealth Management first reported a position in Genpact in Q1 2020 and held it in 3 quarters.
Bartlett & Co Wealth Management's Genpact position peaked at $7.45K in Q1 2020.
335 funds tracked by Wall St. Rank held Genpact as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.